Difference between revisions of "Service User Groups"

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The drop-down list of Service User Groups can be selected on any org/person's Details screen, though it is most commonly used for Clients and Carers. The list can contain any options you want it to.
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==Creating/Editing==
  
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[[File:SUG_2.png|border]]
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Click on an existing group to edit it or click the 'Enter New Record' button to create a new one. This option can also be re-named using the [https://wiki.dizions.co.uk/index.php/Terminology Terminology] function.
  
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You can now enter/edit the following details:
  
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==Creating or editing Service User Groups==
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* Service User Group Name
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* Notes (for information on this screen only; these notes are not output on any report)
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* [[Display Order]] in the drop down list
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* Active Service User Group? - whether this Service User Group is to be available for use on the system or not
  
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Click on the menu item to see the Service User Groups currently set up on your system, if there are any. Click on "Enter New Record" to create a new Service User Group, or click on the name of an existing one to edit it.
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Click the 'Save Details' button to continue.
  
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[[File:SUG_3.png|border]]
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==Merging==
  
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You can merge Service User Groups together if you wish to reduce your options.  This will also update any record using the groups.  To merge follow the steps below;
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# Click on the first Service User Group
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# Click the 'here' link (Click here to Merge Service User Groups)  If you wish to change the details of the record you have selected, this need to be saved first.
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# Select the Status you wish to merge in the drop down list.
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# Click the 'Merge Data' button.
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# Click 'cancel' to abort the change or 'OK' to continue.  '''This cannot be undone!'''
  
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You can now enter the following information:
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* Name (of the Service User Group, i.e. the option in the drop-down list)
 
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* Details (for information on this screen only; these details are not output on any report)
 
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* [[Display Order]]
 
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* Active? - whether this option is available to users on the system or not
 
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Click "Save Details" when you have entered the information.
 
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[[File:SUG_4.png|border]]
 
  
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[[File:helpheader_small.png|right]]
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==
 
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Latest revision as of 10:23, 16 February 2023

Helpheader small.png


SUG 1.png


Creating/Editing

Click on an existing group to edit it or click the 'Enter New Record' button to create a new one. This option can also be re-named using the Terminology function.

You can now enter/edit the following details:

  • Service User Group Name
  • Notes (for information on this screen only; these notes are not output on any report)
  • Display Order in the drop down list
  • Active Service User Group? - whether this Service User Group is to be available for use on the system or not

Click the 'Save Details' button to continue.

Merging

You can merge Service User Groups together if you wish to reduce your options. This will also update any record using the groups. To merge follow the steps below;

  1. Click on the first Service User Group
  2. Click the 'here' link (Click here to Merge Service User Groups) If you wish to change the details of the record you have selected, this need to be saved first.
  3. Select the Status you wish to merge in the drop down list.
  4. Click the 'Merge Data' button.
  5. Click 'cancel' to abort the change or 'OK' to continue. This cannot be undone!
Helpheader small.png
Retrieved from ‘https://wiki.dizions.co.uk/index.php?title=Service_User_Groups&oldid=15146’